Mahindra Manulife Balanced Advantage Yojana - Regular Plan - Growth

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Dynamic Asset Allocation NAV 9.8762 -0.38 28 September, 2022
Mahindra Manulife Balanced Advantage Yojana - Regular Plan - Growth was previously known as

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Growth
Launch Date 30 December, 2021
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index
Asset Size(Cr) 630.21 (As on 30-06-2022)
Turn over 25.00%
Min Investment ₹ 1000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,0.5% will be charged for redemption within 90 days
Expense Ratio 2.37% (As on 31-05-2022)
Fund Manager Fatema Pacha,Manish Lodha,Rahul Pal

Investment Returns (As on 28 Sep, 2022)

Duration Returns Benchmark Category
1 W -3.12% -1.02% -0.24%
1 M -1.58% 2.39% 1.87%
3 M 4.34% -7.57% -3.8%
6 M -0.17% -11.33% -5.2%
1 Y - 2.07% 1.12%
2 Y - 24.48% 12.57%
3 Y - 12.85% 9.11%
5 Y - 11.55% 6.84%

Risk Mesasures (As on 28 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
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  • 5Y

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Mahindra Manulife Balanced Advantage Yojana - Regular Plan - Growth 0% 0% 0%

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